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Territory Asset Analyst - Northeast (6 positions; remote or Territory Office)

The Company:  true
The Location: 

Remote, US

The Division: 
Job Id:  1731

Opportunity: Territory Asset Analyst


Grade: EXC


Company: Aflac Columbus


Location(s): Remote


Division: Career Sales


Recruiter: Joy Alexander


Job Summary

Responsible for the retention, growth, and an increase in existing account premium within assigned territory.


Principal Duties & Responsibilities

  •  Ensure each field role (RSC, DSC, Associate) understands and executes the Territory’s Asset Management strategy including but not limited to the below:


  • Build off of TVP expectations and how each role executes the Territory’s Asset Management strategy and have regular (monthly or as needed) communication with MKDs/RSCs/DSCs/Associates to ensure there is understanding as to the strategy and their role in execution.


  • Monitor activity & results and communicate opportunities for improvement to MKD, RSC, and DSC


  • Monitor MKD/RSC/DSC activity vs. results including but not limited to the below:


  • Distribute opportunity to include upcoming open enrollments, leading/lagging indicator metrics, etc.


  • Distribute OE Plans to DSCs 90-120 days in advance of the effective date; distribute leading indicator reports weekly; distribute lagging reports monthly; distribute other opportunities, metrics, and results as needed.


  • Review leading indicator reports weekly, lagging indicator reports (OE Completion, Avg AP, Seen vs. Sold, etc) monthly and provide insight into opportunity as well as those meeting goals, and suggest action items for resolution (re-DM Presentation Coaching, Access & Control, VAS, etc.)


  • Conduct regular calls with MKDs/RSCs/DSCs to ensure leading indicator activity is occurring and progressing and results are present; alert TVP of habitual defectors.


  • Provide detailed data & insight to MKD/RSC/DSC for accountability conversations


  • Review leading indicator reports weekly, lagging indicator reports (OE Completion, Avg AP, Seen vs. Sold, etc) monthly and provide insight into opportunity as well as those meeting goals, and suggest action items for resolution (re-DM Presentation Coaching, Access & Control, VAS, etc.)


  • Monitor activity, evaluate data and results, and communicate opportunities and recommendations to MKD, RSC, and DSC


  • Partner w/ WWHQ and Market Trainer(s) to deliver training related to Asset Management to include but not limited to the below:


  • Record lagging indicator opportunities and use them as training topics for Coordinator Meetings/Veteran Training; provide training topics to MKT for use during MIPS


  • Attend MIPS each month in a RSCs office ensuring to rotate monthly; provide insight and recommendations to enrollment barriers, provide assistance with prep and monthly deliverables.


  • Attend DSC/Associate monthly coaching meetings to highlight specific enrollment barriers and provide suggestions on how to remove; call out enrollment barriers during MIPS and provide suggestions on how to remove.


  • Coach each level on how to remove open enrollment barriers through the use of HQ initiatives, account level strategies, product offerings, VAS, enrollment platforms, etc.


  • Serves as a subject matter expert in the design and development of associate and coordinator training materials related to account set-up, post enrollment excellence, account servicing, and open enrollment.


  • Monitors and evaluates training programs, processes, and/or practices for quality and effectiveness; facilitates workshops/training programs for the field force to develop the knowledge, skills, and abilities of coordinators and associates, broker collaboration, and veteran training


  • Conducts train-the-trainer sessions to becomes knowledgeable and efficient in facilitating the Market’s Asset Management program and works with the Market’s hierarchy to determine in-efficiencies that supports the Market’s Asset Management strategy (training, Asset Management , Product, Value Added Services, etc.)


  • Monitors market segments for sales patterns and other pertinent performance data; develops and maintains metrics by analyzing sales and performance statistics, sales contest & campaigns, maintains a database of the information used in producing strategies to provide opportunities where the data show opportunity for growth.


  • Participate in National, Territory, and Market meetings, trade shows, special events, seminars, etc.


  • Stay abreast of industry-related trends and prepare summaries of important trends for management use


  • Serves as a liaison/resource between the territory and WWHQ to troubleshoot issues both in the field and from headquarters for resolution prior to escalation of a concern/situation; gathers asset management data for the territory and provides strategy changes that will help to establish success within Territory/State Asset Management programs through constant communication with WWHQ


Education & Experience Required

  • Bachelor’s Degree in Business Administration or related field
  • Two to four years of job related experience
  • Related work experience and knowledge of the insurance industry with specific focus on Aflac’s sales force hierarchy, internal operations, systems, terminology, and business procedures

Or an equivalent combination of education and experience


Job Knowledge & Skills

•            Microsoft Word, Microsoft Excel and PowerPoint: Intermediate


•            Excellent problem-solving, analytical, and presentation skills combined with a high degree of creative thinking


•            Ability to effectively interact with cross functional teams


•            Knowledge of Aflac’s products and procedures, policy data, benefit plans, company terminology, and field force


•            Strong project-planning and management skills, including cost benefit analysis


•            In-depth knowledge of Aflac’s organizational and functional operating structure



  • Acting with Integrity - Clearly states goals and beliefs; lets people know his/her true intentions; does what he she said they would do; follows through on commitments
  • Communicating Effectively - Expresses ideas and information in a clear and concise manner; tailors message to fit the interests and needs of the audience; delivers information in a manner that is interesting and compelling to the listener
  • Pursuing Self-Development - Demonstrates ambition and desire to move forward in his/her career; engages others in discussions about career development; seeks feedback on ways to increase his/her performance; takes advantage of opportunities to build new skills and capabilities
  • Serving Customers - Builds strong relationships with customers; stays aware of customer needs, concerns and satisfaction; responds promptly to customer questions and requests; effectively manages
  • Supporting Change - Enthusiastically participates in new change initiatives and programs; focuses on reasons why changes will work and how they will be beneficial
  • Supporting Organizational Goals - Actively supports organizational goals and values; demonstrates enthusiasm toward the company's goals and mission; aligns actions around organizational goals
  • Working with Diverse Populations - Shows respect for the beliefs and traditions of others; encourages and promotes practices that support cultural diversity; discourages behaviors or practices that may be perceived as unfair, biased, or critical toward people with certain backgrounds

Nearest Major Market: Eugene